Pioneer Wealth Management Group Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$309.8B
Holdings
52
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,410,087 | $64.5B | 20.83% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 2,395,677 | $56.2B | 18.15% | |
| 3 | DFAIDIMENSIONAL ETF TRUST | 1,256,522 | $45.7B | 14.74% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 317,200 | $26.7B | 8.61% | |
| 5 | DFAEDIMENSIONAL ETF TRUST | 602,942 | $19.0B | 6.14% | |
| 6 | SCHHSCHWAB STRATEGIC TR | 696,520 | $15.0B | 4.85% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 141,144 | $9.7B | 3.12% | |
| 8 | DFATDIMENSIONAL ETF TRUST | 136,337 | $7.9B | 2.56% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 179,918 | $7.7B | 2.48% | |
| 10 | VVVANGUARD INDEX FDS | 21,941 | $6.8B | 2.18% | |
| 11 | VTVVANGUARD INDEX FDS | 19,903 | $3.7B | 1.20% | |
| 12 | SCHESCHWAB STRATEGIC TR | 102,479 | $3.4B | 1.10% | |
| 13 | BILSPDR SERIES TRUST | 35,288 | $3.2B | 1.05% | |
| 14 | SCHFSCHWAB STRATEGIC TR | 136,866 | $3.2B | 1.03% | |
| 15 | DFACDIMENSIONAL ETF TRUST | 81,394 | $3.1B | 1.01% | |
| 16 | ESGUISHARES TR | 18,008 | $2.6B | 0.85% | |
| 17 | AAPLAPPLE INC | 10,254 | $2.6B | 0.84% | |
| 18 | ESGDISHARES TR | 24,445 | $2.3B | 0.73% | |
| 19 | VNQVANGUARD INDEX FDS | 23,388 | $2.1B | 0.69% | |
| 20 | VBVANGUARD INDEX FDS | 7,560 | $1.9B | 0.62% | |
| 21 | NUEMNUSHARES ETF TR | 51,257 | $1.8B | 0.59% | |
| 22 | VBRVANGUARD INDEX FDS | 8,696 | $1.8B | 0.59% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 24,147 | $1.7B | 0.56% | |
| 24 | BNDVANGUARD BD INDEX FDS | 22,392 | $1.7B | 0.54% | |
| 25 | NUSCNUSHARES ETF TR | 32,242 | $1.4B | 0.46% | |
| 26 | VEAVANGUARD TAX-MANAGED FDS | 19,845 | $1.2B | 0.38% | |
| 27 | PTLNORTHERN LTS FD TR IV | 4,478 | $1.1B | 0.36% | |
| 28 | VTIVANGUARD INDEX FDS | 3,318 | $1.1B | 0.35% | |
| 29 | TFLOISHARES TR | 21,016 | $1.1B | 0.34% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 15,396 | $924.2M | 0.30% | |
| 31 | CEFAGLOBAL X FDS | 18,627 | $670.5M | 0.22% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,156 | $581.2M | 0.19% | |
| 33 | ITOTISHARES TR | 3,975 | $579.0M | 0.19% | |
| 34 | NVDANVIDIA CORPORATION | 2,953 | $550.9M | 0.18% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 9,925 | $537.7M | 0.17% | |
| 36 | UNPUNION PAC CORP | 2,047 | $483.8M | 0.16% | |
| 37 | DFICDIMENSIONAL ETF TRUST | 14,618 | $479.3M | 0.15% | |
| 38 | NSCNORFOLK SOUTHN CORP | 1,421 | $426.9M | 0.14% | |
| 39 | MSFTMICROSOFT CORP | 780 | $404.1M | 0.13% | |
| 40 | VOOVANGUARD INDEX FDS | 634 | $388.1M | 0.13% | |
| 41 | VIGVANGUARD SPECIALIZED FUNDS | 1,752 | $378.0M | 0.12% | |
| 42 | CRMSALESFORCE INC | 1,574 | $373.0M | 0.12% | |
| 43 | IBDNORTHERN LTS FD TR IV | 14,390 | $347.5M | 0.11% | |
| 44 | TPSCTIMOTHY PLAN | 7,249 | $301.3M | 0.10% | |
| 45 | LQDISHARES TR | 2,407 | $268.3M | 0.09% | |
| 46 | VGTVANGUARD WORLD FD | 359 | $268.0M | 0.09% | |
| 47 | CHRWC H ROBINSON WORLDWIDE INC | 2,000 | $264.8M | 0.09% | |
| 48 | GOOGALPHABET INC | 1,051 | $256.0M | 0.08% | |
| 49 | VTEBVANGUARD MUN BD FDS | 5,105 | $255.6M | 0.08% | |
| 50 | ORCLORACLE CORP | 854 | $240.2M | 0.08% | |
| 51 | HDHOME DEPOT INC | 578 | $234.2M | 0.08% | |
| 52 | DFLVDIMENSIONAL ETF TRUST | 6,276 | $206.5M | 0.07% |